Maximize Your Impact at Year-End

As we enter into this holiday season, now is the time to plan your year-end, tax- deductible gifts.

As we enter into this holiday season, now is the time to plan your year-end, tax- deductible gifts. There are many creative ways to give which can provide you with tax-savings and additional income. Here are a few ways of giving to consider: 

  • Gifts of CashReceive an immediate tax benefit with gifts of cash. You can itemize and deduct the amount you’re donating, resulting in lower taxable income. 
  • Appreciated SecuritiesLower your cost of giving to Orlando Health by donating stocks, bonds, or mutual funds. Not only do you get a charitable deduction for the full market value of the stock, but you also avoid paying any capital gains taxes on the increase in the value of your securities. 
  • Charitable Gift AnnuityIncrease your income or that of a family member, while also benefitting from a charitable tax deduction for the current year. Enjoy an income stream for the rest of your life with quarterly payments based on your age at the time of your gift. 
  • Legacy GiftsConsider the Orlando Health Foundation in your charitable plans by including us in your will or trust or designating us as a beneficiary of your retirement plan or life insurance policy. These are simple ways you can make a lasting future impact in the lives of the families whom we serve. 
For more information about these and other planned gift opportunities, please call the Orlando Health Foundation Planned Giving Office at 407-841-5149. 

Please note: If you are seeking an income tax deduction for 2015, gifts must be received by December 31, 2015.

December 02, 2015